Managers of Wealth

Strong May helps wealth managers cut year’s losses to single digits

All of ARC's four private client indices recorded their second consecutive months of positive performance in May, as the sharp rebound from the mid-March lows continued.

CS and UBS investment banking and WM earnings could drop, says SNB

‘Both of the globally active Swiss banks are well-placed to face the challenges posed by the current difficult environment and support the real economy,’ according to the report.

Morgan Stanley to Reopen About 50 Branches Next Week

New cases have accelerated in some areas where restrictions have been lifted, and public health officials have expressed concern over the possibility of a resurgence of the virus.

Transferring wealth: Establishing trusts for multigenerational succession planning

Due to the excellent and professional experience the client had with Vistra, the Settlor of the Trust decided to contribute additional trust funds to the structure.

How companies can continue to stay relevant in the WealthTech market

GBST was founded back in 1983, when the financial technology sector was still embryonic

Magdalena Różycka shortlisted at the Top Woman in Real Estate Awards

Magda is a seasoned professional with nearly 20 years of valuable experience in the area of accounting, financial reporting and international taxes.

True Wealth: Inflow of Assets, Outflow of Staff

The boost is not only a consequence of the corona-crisis though.

Union Bancaire Privée forms strategic partnership

This partnership will thus enable UBP’s flagship asset management strategies to be marketed in Australia

Midwest Financial Partners goes independent and launches RIA Octavia

The business will be staffed by 35 employees. They will cater to clients from offices located in Cincinnati, Los Angeles, San Diego and Miami.

Consolidator makes ninth acquisition

In November 2019, it was in active discussions with more than 20 local IFA firms.

WealthManagement.com Industry Awards Finalists Announced

The finalists for the 2020 “Wealthies” include 155 companies across 73 categories to be recognized this year at a live, digital awards ceremony.

Wealth manager launches £20m global equity fund

The fund will be managed by the Equilibrium investment team and launched on Monday (June 15).

Vistra launches multi-disciplinary advisory programme ‘Act. Recover. Thrive’

Helping businesses, funds and investors navigate through disruption in a challenging economic environment so they build greater resilience during times of crisis

COVID-19: Private wealth managers entered recession in good nick

The cost-to-revenue ratio also improved after a couple of stagnant years, driven mostly by higher revenues significantly outpacing growth in costs.

IWP acquires Richmond House Wealth Management

Richmond House Investment Management will add to the scale and depth of investment management expertise across the IWP group.

Tatton eyes asset management expansion as inflows and profit soar

The group hopes to capitalise on a strong year to become a ‘true asset manager’.

Aite Group Announces Winners of the 2020 Digital Wealth Management Impact Innovation Awards

Aite Group recognizes six innovative financial institutions leveraging best-in-class initiatives.

Hinduja Scion Takes Over at Family's Swiss Bank

Hinduja said he will pursue wealth management as well as business with entrepreneurs to do so

Financial advisers and wealth managers see uptick in client demand for sustainable investments

The importance of sustainable investing is underlined by the fact that 86 per cent of advisers said that they are now incorporating sustainability questions into the client fact find.

Neglecting the non-financial risks to family wealth could have severe financial consequences

Families must address all four pillars of capital to achieve long-term success.

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Wealth and Asset Management